AI产业挖掘🐔
@QihongF44102
经历多轮 AI 变革周期：学生时代研究 Computer Vision，职业早期深耕 Recommendation / Search Systems，如今专注 Agentic Systems。
加入 January 2024
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钽电容也是数据中心必备，当前涨价幅度甚至远超mlcc，被动元器件行业当前估值仍然非常低，对比村田8pb，vsh 当前pb仅有3.2
I was in VSH in Jan/Feb to play the MLCC shortage, but there was not much movement.
All MLCC names globally actually started to surge in late April/early May.
A great lesson to me is that entering too early before the market moves won’t give much profit.
Patiently monitoring and waiting for momentum in these names would be most capital efficient.
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